See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,748 | $81,208-22.7% | $98,907-36.6% | $79,858-21.4% |
| Participation rate | 88.4% | 72.5%+15.9pp | 76.0%+12.3pp | 69.6%+18.7pp |
| Annual return | 18.36% | 60.99%-42.6pp | 196.43%-178.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $875 | $1,960-55.4% | $2,689-67.5% | $2,471-64.6% |
| Participant deferral / active EE | $2,751 | $3,265-15.8% | $4,244-35.2% | $3,740-26.5% |
| Admin fee / account holder | $1,162 | $6,013-80.7% | $6,642-82.5% | $5,306-78.1% |